+1,040.6%
NBIS vs AEM
+131.3%
+909.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.9% | -2.2% | -4.1% |
| 7D | +8.3% | -5.0% | +13.3% | +10.1% |
| 30D | +18.1% | +8.5% | +9.6% | +14.5% |
| 3M | +7.8% | +29.3% | -21.5% | -1.9% |
| 6M | +136.6% | -12.9% | +149.5% | +137.6% |
| YTD | +172.5% | +16.8% | +155.7% | +157.6% |
| 1Y | +144.3% | +29.8% | +114.4% | +132.1% |
| All | +1,040.6% | +131.3% | +909.3% | +740.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling